Position in CASS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,153,059
+$18,318 QoQ
Shares Held
26,194
-4.2% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Creative Planning holds $99,615,333 across 29 Specialty Business Services names. CASS ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
146,094 | $24,710,338 | |
| 2 | GPN |
Global Payments Inc
|
146,643 | $9,869,073 | |
| 3 | CPRT |
Copart Inc
|
294,292 | $9,770,494 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
151,461 | $9,096,747 | |
| 5 | RELX |
Relx PLC
|
246,458 | $8,170,082 | |
| 6 | UNF |
Unifirst Corp
|
21,739 | $5,469,315 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
54,154 | $4,872,776 | |
| 8 | RBA |
Rb Global Inc.
|
46,389 | $4,446,385 |
All Filings in CASS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,153,059 | 26,194 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,134,741 | 27,330 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $453,120 | 11,521 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $448,012 | 10,311 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $219,839 | 5,083 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,132 | 6,212 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $204,868 | 4,939 | Shares | Defined | 2024-10-11 | |
| 2024-03-31 | $221,629 | 4,601 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $3,613 | 97 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||